Preparation for Sale

A glass door opening.

Simplifying the Sale of Your Business

Time and talent constraints can disrupt your timeline for selling your business. Managing your financial information, data room, and due diligence processes may drain internal resources and prolong the sale, or worse, result in a sale price that does not meet your goals for the transaction.

CBIZ helps business owners prepare for and manage transactions to close. We are your deal experts; our professionals know how the other side thinks—we've worked with a range of private funds and investors on the buy side—and we use that experience to help you identify and address accounting and business issues for a higher price and a smoother due diligence process. Learn how, with the support from our team, your management can devote more resources to overseeing operations, growing EBITDA, and optimizing potential returns.

Preparation for Sale Solutions

  • EBITDA Maximization and CIM Support: We help you recast financial information in a favorable light, expand forward-looking EBITDA, and assist with the preparation of the confidential information memo (CIM).
  • Data Room Management: Our team populates the data that the buyer will be looking for in the due diligence process and assists with document production and correspondence.
  • Chief Diligence Officer Services: We field questions from the buyer's team and help you work through issues that may arise to optimize your sales price.
  • Sell-Side Due Diligence Services: Our professionals perform sell-side due diligence to support your EBITDA position and anticipate the buyer's due diligence findings.
Key Contacts
Seth Goldblum Seth Goldblum Senior Managing Director
Dave Enick Dave Enick Managing Director
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